See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,053 | $100,754-2.7% | $86,677+13.1% | $134,475-27.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.21% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,456 | $3,489-58.3% | $2,836-48.7% | $4,740-69.3% |
| Participant deferral / active EE | $1,820 | $5,338-65.9% | $4,656-60.9% | $6,400-71.6% |
| Admin fee / account holder | $175 | $10,926-98.4% | $7,493-97.7% | $11,426-98.5% |